Portfolio Management

Investment is simple in principle – you spread your money across a range of assets. This spread of assets is your portfolio and putting your money to work is portfolio management.

Some investments will prosper, some may fail, but hopefully you take your profits, look at poor performing assets, reinvest and the cycle goes on.

The trouble is good investment management means spending a great deal of time watching global markets, shifting funds and avoiding too much risk.

This is fine if you have no life.

If you want to enjoy your time without worrying about the ups and downs of the global stock markets and whether to back the yuan or yen while having to hold down a job, you need portfolio management.

Why do you need portfolio management?

This service allows a professional investment manager to work with you looking after your investments day-to-day, according to your instructions and risk profile.

Portfolio management is a 24/7 job that requires an alert and knowledgeable manager who can react quickly to changing circumstances.

The manager is best placed to react to global events to ensure the right action is taken to protect or grow your investment, taking the stress and responsibility away from you.

Portfolio management also means spreading your risk across the thousands of different investment products on the market to balance your exposure to risk and tax.

At Guardian Wealth Management, we consider portfolio management as an essential service to get the best from your money.